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Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $235,493-100.0% | $235,493-100.0% | $350,051-100.0% |
| Participation rate | 0.0% | 59.1%-59.1pp | 24.6%-24.6pp | 44.5%-44.5pp |
| Annual return | -15.25% | -5.95%-9.3pp | -6.07%-9.2pp | -14.65%-0.6pp |
| Employer contribution / active EE | $35,815 | $44,275-19.1% | $37,389-4.2% | $46,321-22.7% |
| Participant deferral / active EE | $0 | $146-100.0% | $182-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $12,327-100.0% | $12,327-100.0% | $14,582-100.0% |